Backing you all the way with specialist financial advice
At Wesleyan Financial Services, we understand the importance of expert financial advice, tailored to your specific needs and goals. As a leading financial services provider, we have built a reputation for delivering high-quality, personalized guidance to professionals and individuals alike.
Our Services
Our network of Specialist Financial Advisers offers comprehensive advice on a range of financial aspects, including pensions, investments, savings, inheritance tax, and estate planning. We pride ourselves on our holistic approach, taking the time to understand each client's unique situation and aspirations. Whether you're a doctor, dentist, teacher, or entrepreneur, our expert advisers are dedicated to helping you achieve financial security and peace of mind.
Investment and Savings Solutions
Our investment and savings solutions are designed to help you make the most of your hard-earned money. From ISAs and investment plans to commercial investments and business funding, our expert advisers will work with you to create a tailored plan that meets your financial objectives. We believe in empowering our clients with the knowledge and tools to make informed decisions about their financial futures.
Retirement Planning
Whatever your retirement goals, our Specialist Financial Planners are here to guide you every step of the way. From pension planning and annuities to equity release and retirement advice, we'll help you create a robust plan that ensures a comfortable and secure post-work life.
Mortgages and Property Solutions
Finding the right mortgage can be a daunting task, but with Wesleyan Financial Services, you can trust our expertise to find the perfect deal for you. From first-time buyer mortgages to remortgaging and commercial mortgages, our mortgage specialists will work tirelessly to secure the best possible outcome.
Insurance and Protection
Our comprehensive range of personal and business insurance solutions is designed to protect your most valuable assets - your family, your home, and your business. From income protection and life assurance to business insurance and commercial liability, our expert advisers will help you navigate the complex world of insurance and protection.
Why Choose Us
At Wesleyan Financial Services, we're committed to delivering exceptional customer service, built on a foundation of trust, expertise, and personalized guidance. Our network of Specialist Financial Advisers is dedicated to helping you achieve your financial goals, providing you with the peace of mind you deserve.
Customer Experience with Wesleyan Financial Services
Positive Feedback
- Excellent Customer Service: Several reviewers praised the exceptional service provided by their financial advisors, including Rickie Kovacs, Vince Popnikolov, Ifty, Seamus King, and Christina, who went the extra mile to help them with their financial needs.
- Professionalism and Expertise: Many reviewers commended the professionalism and expertise of their advisors, who provided in-depth analysis, explained complex financial products, and offered personalized advice.
- Mortgage and Financial Planning: Reviewers appreciated the guidance and support received for mortgage applications, financial planning, and life insurance policies.
Negative Feedback
- Poor Communication and Unprofessionalism: Some reviewers expressed frustration with the lack of response from their allocated advisors, Jack and Wesleyan's customer service team, leading to delays and disappointment.
- Incompetence and Obstruction: A few reviewers had negative experiences with Wesleyan, citing obstructive behavior, delayed document processing, and poor investment advice, resulting in financial losses.
